Legacy Bridge, LLC — 13F Holdings & Portfolio
CIK 1689144 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$262.2M
Long-equity book
Holdings
320
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+18 / −162 / ↑94 / ↓111
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GE VERNOVA INC$2.7M +35.4%
- ISHARES TR$2.5M +737.9%
- STERLING INFRASTRUCTURE INC$2.2M +38.6%
- VERTIV HOLDINGS CO$1.9M +61.9%
- CITIGROUP INC$1.5M +2586.1%
Top Trims
- PALANTIR TECHNOLOGIES INC-$1.6M -15.3%
- MICROSOFT CORP-$873.1K -20.5%
- OKLO INC-$725.9K -26.5%
- NVIDIA CORPORATION-$644.4K -5.4%
- CENTRUS ENERGY CORP-$568.2K -22.4%
New Positions
- WESTERN DIGITAL CORP$1.6M
- CREDO TECHNOLOGY GROUP HOLDI$1.4M
- ISHARES INC$1.3M
- GLOBAL X FDS$1.2M
- AB ACTIVE ETFS INC$416.2K
Exited Positions
- ISHARES TR$804.8K
- BLACKSTONE INC$390.7K
- ADOBE INC$63.3K
- PROGRESSIVE CORP$38.9K
- JEFFERIES FINL GROUP INC$26.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $11.4M | 4.34% | 65,235 | SH |
| 2 | GE VERNOVA INC | GEV | 36828A101 | $10.2M | 3.88% | 11,650 | SH |
| 3 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $8.9M | 3.38% | 60,520 | SH |
| 4 | STERLING INFRASTRUCTURE INC | STRL | 859241101 | $7.8M | 2.98% | 19,217 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $7.0M | 2.66% | 22,542 | SH |
| 6 | WEST BANCORPORATION INC | WTBA | 95123P106 | $5.8M | 2.23% | 245,801 | SH |
| 7 | CATERPILLAR INC | CAT | 149123101 | $5.4M | 2.07% | 7,669 | SH |
| 8 | CELESTICA INC | CLS | 15101Q207 | $5.0M | 1.92% | 17,883 | SH |
| 9 | VERTIV HOLDINGS CO | VRT | 92537N108 | $5.0M | 1.90% | 19,934 | SH |
| 10 | ARISTA NETWORKS INC | ANET | 040413205 | $4.8M | 1.84% | 39,387 | SH |
| 11 | WALMART INC | WMT | 931142103 | $4.8M | 1.83% | 38,571 | SH |
| 12 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $4.0M | 1.51% | 11,691 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $3.9M | 1.50% | 18,906 | SH |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.8M | 1.46% | 7,967 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $3.7M | 1.39% | 3,976 | SH |
| 16 | EATON CORP PLC | ETN | G29183103 | $3.6M | 1.37% | 10,023 | SH |
| 17 | MICROSOFT CORP | MSFT | 594918104 | $3.4M | 1.29% | 9,124 | SH |
| 18 | ALPHABET INC | GOOG | 02079K107 | $3.1M | 1.17% | 10,650 | SH |
| 19 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $3.0M | 1.15% | 23,039 | SH |
| 20 | PARKER-HANNIFIN CORP | PH | 701094104 | $2.9M | 1.09% | 3,207 | SH |
| 21 | ISHARES TR | IVV | 464287200 | $2.9M | 1.09% | 4,393 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.9M | 1.09% | 9,712 | SH |
| 23 | ASML HLDG NV | ASML | N07059210 | $2.8M | 1.06% | 2,111 | SH |
| 24 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.7M | 1.04% | 2,725 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $2.4M | 0.91% | 9,354 | SH |
| 26 | ISHARES INC | IEMG | 46434G103 | $2.4M | 0.90% | 33,976 | SH |
| 27 | ISHARES TR | IWO | 464287648 | $2.4M | 0.90% | 7,503 | SH |
| 28 | EXXON MOBIL CORP | XOM | 30231G102 | $2.3M | 0.90% | 13,835 | SH |
| 29 | PRINCIPAL EXCHANGE TRADED FD | PREF | 74255Y888 | $2.3M | 0.89% | 123,545 | SH |
| 30 | VALERO ENERGY CORP | VLO | 91913Y100 | $2.3M | 0.88% | 9,302 | SH |
| 31 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $2.3M | 0.87% | 35,796 | SH |
| 32 | DEERE & CO | DE | 244199105 | $2.3M | 0.87% | 4,066 | SH |
| 33 | ISHARES TR | IWM | 464287655 | $2.3M | 0.86% | 9,076 | SH |
| 34 | BANK NEW YORK MELLON CORP | BK | 064058100 | $2.2M | 0.85% | 18,851 | SH |
| 35 | MICRON TECHNOLOGY INC | MU | 595112103 | $2.2M | 0.84% | 6,542 | SH |
| 36 | QUANTA SVCS INC | PWR | 74762E102 | $2.0M | 0.77% | 3,666 | SH |
| 37 | OKLO INC | OKLO | 02156V109 | $2.0M | 0.77% | 40,545 | SH |
| 38 | CENTRUS ENERGY CORP | LEU | 15643U104 | $2.0M | 0.75% | 11,356 | SH |
| 39 | VANGUARD STAR FDS | VXUS | 921909768 | $2.0M | 0.75% | 25,384 | SH |
| 40 | NEBIUS GROUP N.V. | NBIS | N97284108 | $2.0M | 0.74% | 18,808 | SH |
| 41 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $1.9M | 0.73% | 4,157 | SH |
| 42 | ISHARES TR | IXUS | 46432F834 | $1.9M | 0.72% | 21,933 | SH |
| 43 | LOWES COS INC | LOW | 548661107 | $1.9M | 0.72% | 8,020 | SH |
| 44 | HOME DEPOT INC | HD | 437076102 | $1.9M | 0.72% | 5,705 | SH |
| 45 | WILLIAMS SONOMA INC | WSM | 969904101 | $1.9M | 0.71% | 10,271 | SH |
| 46 | FREEPORT MCMORAN INC | FCX | 35671D857 | $1.8M | 0.70% | 31,362 | SH |
| 47 | ISHARES TR | IWR | 464287499 | $1.8M | 0.70% | 18,854 | SH |
| 48 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.8M | 0.70% | 8,978 | SH |
| 49 | CHEVRON CORPORATION | CVX | 166764100 | $1.8M | 0.69% | 8,772 | SH |
| 50 | PALO ALTO NETWORKS INC | PANW | 697435105 | $1.8M | 0.69% | 11,236 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $262.2M | 320 | 0001689144-26-000002 |
| 2025-12-31 | 2026-01-23 | $246.4M | 464 | 0001689144-26-000001 |
| 2025-09-30 | 2025-11-12 | $240.3M | 312 | 0001689144-25-000005 |